The Partnership has continued its solid start in 2019. The Partnership’s return, net of fees and expenses, was 12.50% over the last six months. Right after quarter end, we used our remaining cash to invest into a new pillar stock. The Partnership is now 100% invested in stocks and ETFs for the first time in our history.
Please see attached the Q2 2019 Newsletter for additional detail on the portfolio and select holdings as well as a synopsis of a new investment previously undisclosed – Goldman Sachs.Download Newsletter